Wealth & Rating mark historical

In Wealth & Ratings it is possible to mark a real estate entry as historical. It would be nice if Mark Historical was available in other section in Wealth & Rating (i.e: Income)

  • Guest
  • Apr 27 2016
  • Reviewed: Voting Open
Blackbaud CRM / Wealth and Ratings
Organization Name (Please enter full organization name) The University of Iowa Foundation
Reported Version 4.0
  • Attach files
  • Daniel Wood commented
    December 03, 2021 16:19

    This feature is available for real estate now. Can it be expanded to Businesses and Securities?

    Attachments Open full size
  • +1

Related ideas